Release: Vendor Updates

If you create multiple vendor items with the same name but assigned to different companies, the system will send out pricing & availability requests to all of these vendors when the item with (Multi Vendor) is selected.

You can adjust the details manually as well (when viewing the event tab of a lead).

You can send a PO to the vendor to confirm the reservation (on the Contract tab of a lead).

New Features:

Mobile App: Faster load times, save filters, & save copy of a lead

Vendors: Can now send purchase orders from contract tab

Vendors: Can now get quotes from multiple vendors

Customers: Customer Title & Address Line 2 added as optional fields by going to Settings->Optional Fields

Customers: Customers can now be marked as inactive. Also, deleting a customer that has leads will now make customer record inactive instead of deleting the leads

Calendar: You can now customize the pop-up on the Calendar by going to Settings->Pages/Templates->Calendar Quotes Hover

Alerts: Document’s Printed Alert now available that will notify the person who printed a doc when any changes are made after a contract, packing list, or route sheet is printed

Images: Files are now named with SEO in mind

Rentals: You can now add a new category when editing a rental item

Bugs fixed:

CRM: Prevent email reminders on tasks not linked to a Lead

Packing List: Accessories now follow surface specific packing lists

Vendor: Can now add multiple vendor items with same name rental name

Wordpress: Fixed issue if item is named the same as another, where they share a page, and then later one of those item names is changed